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WEALTH ENHANCEMENT ADVISORY SERVICES, LLC → UBS
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC UBS Position History
UBS Group AG • Financial Services
Quarters held
5
Latest value
$3.1M
Q3 2026
Peak value
$6.2M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $5M |
| Q4 2025 | $6.2M |
| Q1 2026 | $1.9M |
| Q2 2026 | $2.8M |
| Q3 2026 | $3.1M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $3.1M | 65.0K | — | — |
| Q2 2026 | $2.8M | 54.5K | — | — |
| Q1 2026 | $1.9M | 47.1K | — | — |
| Q4 2025 | $6.2M | 132.2K | — | — |
| Q3 2025 | $5M | 121.4K | — | — |
Other funds holding UBS
$4.4B
$3.8B
$3.4B
$3.3B
$3.1B
$3.1B